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1,475 hedge funds and large institutions have $75.2B invested in Chubb in 2023 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 565 increasing their positions, 556 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more funds holding in top 10

Funds holding in top 10: 2529 (+4)

15% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 116

9% more capital invested

Capital invested by funds: $69.3B → $75.2B (+$5.9B)

1.02% more ownership

Funds ownership: 86.8%87.82% (+1%)

2% more repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 556

0% less funds holding

Funds holding: 1,4771,475 (-2)

10% less call options, than puts

Call options by funds: $223M | Put options by funds: $247M

Holders
1,475
Holders Change
-2
Holders Change %
-0.14%
% of All Funds
23.41%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.46%
New
133
Increased
565
Reduced
556
Closed
116
Calls
$223M
Puts
$247M
Net Calls
-$24.2M
Net Calls Change
+$7.74M
Name Holding Trade Value Shares
Change
Change in
Stake
DP
251
DDD Partners
Washington
$17.9M -$336K -1,660 -2%
GGHC
252
Gilder Gagnon Howe & Co
New York
$17.9M -$43.9K -217 -0.3%
CI
253
Capital International
California
$17.8M -$74K -366 -0.4%
RRAM
254
River Road Asset Management
Kentucky
$17.8M -$436K -2,157 -2%
TPSF
255
Texas Permanent School Fund
Texas
$17.7M -$400K -1,980 -2%
MWM
256
Moran Wealth Management
Florida
$17.6M -$58.2K -288 -0.3%
UIM
257
USS Investment Management
United Kingdom
$17.6M +$1.41M +6,963 +9%
TRSOTSOK
258
Teachers Retirement System of the State of Kentucky
Kentucky
$17.2M
COPPSERS
259
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$17.2M +$2.09M +10,353 +14%
BCM
260
Becker Capital Management
Oregon
$17.2M -$89.6K -443 -0.5%
FAF
261
Fjarde Ap-fonden
Sweden
$17M -$667K -3,300 -4%
GI
262
Gradient Investments
Minnesota
$16.7M -$328K -1,623 -2%
SPIA
263
Steward Partners Investment Advisory
New York
$16.7M +$328K +1,623 +2%
PFO
264
Pathstone Family Office
New Jersey
$16.6M +$12.7M +62,577 +370%
Mirae Asset Global Investments
265
Mirae Asset Global Investments
South Korea
$16.4M -$1.22M -6,038 -7%
Commonwealth Equity Services
266
Commonwealth Equity Services
Massachusetts
$15.8M +$620K +3,068 +4%
NA
267
NewEdge Advisors
Louisiana
$15.7M -$25.6M -126,431 -63%
AHB
268
Abner Herrman & Brock
New Jersey
$15.4M -$41K -203 -0.3%
CF
269
Cantor Fitzgerald
New York
$15.3M -$2.43K -12 -0%
Mackenzie Financial
270
Mackenzie Financial
Ontario, Canada
$15.2M +$183K +906 +1%
CNB
271
Czech National Bank
Czech Republic
$14.9M +$4.6M +22,758 +46%
BPWM
272
Badgley Phelps Wealth Managers
Washington
$14.9M +$335K +1,659 +2%
URS
273
Utah Retirement Systems
Utah
$14.8M +$40.4K +200 +0.3%
NYLIM
274
New York Life Investment Management
New York
$14.8M -$349K -1,726 -2%
Allspring Global Investments
275
Allspring Global Investments
North Carolina
$14.7M -$6.41M -31,690 -31%

CB Hedge Fund Activity: Q3 2023 in Review

1,475 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2023, worth a combined $75.2B — up 8.5% from $69.3B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new CB positions and 116 closed out — a net gain of 17 holders — while 565 added to existing stakes and 556 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $1.65B. The largest seller was Capital International Investors, cutting an estimated $409M.

  • 1,475 institutional investors held Chubb (CB) as of Q3 2023, down from 1,477 in Q2 2023.
  • Funds reported $75.2B of Chubb stock for Q3 2023, up 8.5% quarter-over-quarter.
  • 133 funds opened new Chubb positions in Q3 2023 and 116 closed out, a net change of +17 holders.
  • The largest Chubb buyer in Q3 2023 was Berkshire Hathaway, an estimated $1.65B added.
  • The largest Chubb seller in Q3 2023 was Capital International Investors, an estimated $409M sold.

Based on aggregated 13F filings for Q3 2023.